Private Banks

Compliance requirements, fee pressure, and a growing number of intermediaries offering wealth services are just some of the challenges facing private banks today. Clients demand a wide variety of products, in particular lower cost products such as ETFs. Compliance requirements further complicate the servicing banks can offer.

Quantifeed’s platform:

  • Contains pre-constructed model portfolios to be used as a starting point for customizing an investment portfolio for the client
  • Notifies accountholders regarding portfolio advice and rebalancing notifications
  • Allows Private Bankers to generate revenue from semi-advised and self-investment options that justify custody of lower account values
  • Will be fully integrated to any existing platform infrastructure of the bank

We help financial institutions respond to an increasingly digital future.

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